Tax Preparer Assistant - Franchise Location

H&R Block; Woodruff (SC); On-site; USD 17,000 - 22,000; Full time

Job summary

H&R Block is seeking a detail-oriented team member to help start tax interviews by entering client and W-2 data into the tax system. You will also help close interviews, assemble the tax return, obtain signatures, and review the final product with clients.

Strong reading and math skills, effective communication, and familiarity with Windows-based programs are essential to success in this role.

Qualifications

• High school diploma or equivalent required.
• Reading and math skills required to complete the tax interview.
• Ability to communicate effectively in person and on the phone.
• Experience with Windows-based computer programs may be needed.

Responsibilities

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program.
• Assist with the closing of the interview by assembling the tax return, obtaining signatures, and reviewing the product with the client.
• Support bookkeeping procedures and ensure all clients receive superior service.

Skills

Communication skills

Reading and math skills

Phone communication

Customer service mindset

Education

High school diploma or equivalent

Tools

Windows-based programs

Job description

About The Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

About The Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

What You’ll Bring To The Team

• Assist with the beginning of the tax interview by entering client and W-2 information into the tax program
• Assist with the closing of the interview by assembling the tax return, obtaining required signatures, reviewing the finished product with the client, and completing bookkeeping procedures
• Ensure all H&R Block clients are receiving superior service
• All other duties as assigned

Your Expertise

• High school diploma or equivalent
• Reading and math skills required to begin and finish the tax return interview
• Ability to communicate effectively in person and on the phone
• Previous experience with Windows-based computer programs
• Additional state and local requirements may apply

Preferred Qualifications

• Additional course work in math, accounting, or finance

Why work for us

The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.